"You have search, you have YouTube," he said. "It's had a great year, but I think higher prices are in store." Karen Finerman of Metropolitan Capital predicted that the commercial construction rebound is still in its early stages and chose United Rentals as her top pick.

TradeMonster's Guy Adami took the tech route, selecting Carl Icahn favorite Nuance Communications, which dropped a week earlier on weak guidance. "I think it sets up for a decent long," he said.

Bitcoin 101

Marc Chandler, Brown Brothers Harriman, breaks down what Bitcoin really is. He says Bitcoin is the most popular of digital currencies among many others.

2. The bitcoin craze: The crypto-currency held firm above $1,000 on Monday.

Mark Chandler, head of global currency at Brown Brothers Harriman, joined the crew for a lesson in the basics of bitcoin. "There's a whole universe of digital coins, digital currencies, and bitcoin is just the most popular one that's caught people's imagination," he said. Responding to a viewer question about the viability of bitcoin as an alternative currency, Chandler said, "I don't think it could really replace money, but I think it could help supplement it ... it could be used on the internet to facilitate international commerce." Even with its potential uses, Chandler said the chances that he'd cover bitcoin, as he would the euro or the yen, are "pretty slim."

"Fast Money" trader Brian Kelly said that he would be interested in buying bitcoin, not for its inherent value but for what he called the "networking effect." "The value of bitcoin is a function of how many people accept it as currency," he said.

Gogo goes global

After receiving certification to install Gogo's technology on Boeing 747-400 air crafts, Micheal Small, CEO of Gogo, says he thinks Gogo has clear technology leadership in the space.

3. High-flying Gogo:In-flight internet provider Gogo was one of the biggest winners Monday, climbing more than 17 percent after announcing that it had received certification to install its technology in Boeing 747-400 aircraft.

The move could be seen as a key step toward offering wi-fi service on international flights.

Gogo CEO Michael Small joined the crew to talk about the new service. "The big opportunity internationally … is the number of aircraft. There are about 4,000 commercial aircraft inside the United States and North America, and there's 13,000 commercial aircraft outside," he said.

Brian Kelly called the company "essentially a monopoly business" and said you "can be in it here." Steve Grasso disagreed, saying there are "pretty low" barriers to entry and competition could increase.

Dawn of the 'drone age'

Tim Conver, chairman and CEO of Aerovironment, explains why he thinks cyber-special operations will be a priority in the defense department. He also sees very large growth opportunities in the commercial market for drones.

4. Dawn of the 'drone age': Interest in drones took off after Amazon said it was looking into using unmanned aircraft to deliver packages.

While AeroVironment earns the majority of its revenue from defense contracts, the company says it is looking toward alternative ways to cash in on the emerging drone economy.

"There are half a dozen very large growth opportunities that we're pursuing between now and the next four or five years,"CEO Timothy Conver said. Regarding growth potential, Convers added that "there's been outside third-party market research studies that indicate maybe $80-plus billion in economic benefits between 2015 and 2025 just in the United States."

Guy Adami said the company's backlog is "tremendous," adding "you hope the backlog is a trend, and not a one-off." Tim Seymour and Karen Finerman suggested that the company could be an attractive buyout candidate for larger defense companies.

Looking to get short on bonds: Gartman

Dennis Gartman of the Gartman Letter explains why he is raising his short position on the 10-year.

Dennis Gartman of The Gartman Letter had been recommending the short bond trade since October, and joined the crew to give an update.

"I'm looking to get shorter," he said, adding, "I think you could take the 10-year sometime next year well above 4 percent." Brian Kelly of Brian Kelly Capital agreed with Gartman's short call, saying, "I'm with you on this trade."

6. Less bearish on crude:Crude prices rose Wednesday as domestic stockpiles in the week ending Nov. 29 fell by 5.6 million barrels.

Dennis Gartman of The Gartman Letter said he was rethinking his short position in oil. "I'd been bearish of crude oil until about four or five days ago when the term structure started to change," he said.

But he reiterated his view that any temporary pop in crude prices could be short-lived. "I wouldn't be surprised through the process of fracking, as we become energy-independent, that we're going to go down and check and see how much $80 crude oil there is down there."

Apple a 'strong buy': Marshall

Apple is trading at its highest level since last December on reports a deal has been completed with China Mobile. Brian Marshall of ISI Group, says there may be a relief rally for the stock if the partnership happens.

7. A pop for Apple:Applesaw another day in the green Thursday, as reports from the Wall Street Journal claimed that China Mobile, the world's largest network, had come to an agreement to carry the iPhone.

Dan Nathan of RiskReversal.com said that the China Mobile news has already been priced in. "I think on the product front, you're not going to have a whole heck of a lot … in the next few months." Nathan said that on a pull-back toward the $550 level, however, the stock is a "buy."

Jon Najarian of OptionMonster.com said that there are "still a lot of upside bets" being made in the options market.

Tesla battery pack safest in world: Solarcity CEO

Solarcity is teaming up with Tesla to bundle up solar energy and create a source of backup power. Lyndon Rive, Solarcity CEO, discusses the cost of electricity and says Tesla's battery pack is the safest in the world.

8. A safer battery pack?Momentum mover SolarCity, a stock up more than 300 percent in 2013, got another boost Thursday when it announced that it had teamed up with Tesla to offer stored energy solutions for businesses.

The deal, explained on "Fast Money" by SolarCity CEO Lyndon Rive, cousin of Tesla's Elon Musk, will allow customers to address energy demands by storing solar power in Tesla batteries.

Rive attempted to assuage any fears about the safety of Tesla's batteries, saying, "We've really evaluated all the different battery packs out there. I can safely say that Tesla's battery pack is the safest battery pack in the world."

Rive also addressed concerns from U.S. Sen. Jeff Sessions of Alabama, who said that there is "concern that SolarCity might become the next Solyndra, a company propped on the back of the taxpayers, not the product produced."

According to Rive, his company is "nothing at all like Solyndra." But Rive did say that if government subsidies were removed, "we would struggle."